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Philip Morris
PM

Overview Fund Activity

1,676 hedge funds and large institutions have $85.1B invested in Philip Morris in 2020 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 566 increasing their positions, 797 reducing their positions, and 189 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,676
Holders Change
-142
Holders Change %
-7.81%
% of All Funds
37.02%
Holding in Top 10
52
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+23.81%
% of All Funds
1.15%
New
73
Increased
566
Reduced
797
Closed
189
Calls
$481M
Puts
$500M
Net Calls
-$18.9M
Net Calls Change
+$224M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.28B
2
Capital International Investors
Capital International Investors
California
+$533M
3
Charles Schwab
Charles Schwab
California
+$317M
4
Morgan Stanley
Morgan Stanley
New York
+$240M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$236M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$432M
2
CSIA
Charles Schwab Investment Advisory
California
-$355M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$313M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$176M
5
Barclays
Barclays
United Kingdom
-$151M
Name Holding Trade Value Shares
Change 		Shares
Change %
VNA
976
Valley National Advisers
Pennsylvania
$605K +$16.5K +226 +3%
SWM
977
SVA Wealth Management
Wisconsin
$603K -$22K -302 -4%
FMTC
978
Farmers & Merchants Trust Company
California
$603K – – –
PP
979
PagnatoKarp Partners
Virginia
$603K +$74.2K +1,000 +14%
ACM
980
Azimuth Capital Management
Michigan
$598K -$7.29K -100 -1%
EAM
981
Evanson Asset Management
California
$596K -$146K -1,998 -20%
WB
982
West Bancorporation
Iowa
$593K – – –
OSNBOA
983
Old Second National Bank of Aurora
Illinois
$593K +$27.1K +371 +5%
SSW
984
Smith Shellnut Wilson
Mississippi
$589K – – –
MMA
985
Miracle Mile Advisors
California
$587K +$233K +3,197 +66%
NGA
986
Naples Global Advisors
Florida
$586K -$119K -1,625 -17%
YMRC
987
Yorktown Management & Research Company
Virginia
$584K -$292K -4,000 -33%
PAWC
988
P.A.W. Capital
Connecticut
$584K – – –
PWP
989
Principle Wealth Partners
Connecticut
$583K -$67.5K -925 -10%
OC
990
Oakworth Capital
Alabama
$583K +$110K +1,501 +23%
AOWM
991
Alpha Omega Wealth Management
Virginia
$581K +$1.46K +20 +0.3%
CWG
992
Cornerstone Wealth Group
North Carolina
$579K +$10.1K +138 +2%
NG
993
NatWest Group
United Kingdom
$578K – – –
MBT
994
Montecito Bank & Trust
California
$576K -$228K -3,119 -28%
KIA
995
KCM Investment Advisors
California
$576K +$4.01K +55 +0.7%
DWM
996
Doyle Wealth Management
Florida
$576K +$28.1K +385 +5%
CVM
997
Cheviot Value Management
California
$575K +$122K +1,673 +27%
APC
998
Aspire Private Capital
North Carolina
$574K -$74.5K -1,020 -11%
SFSG
999
Stearns Financial Services Group
North Carolina
$573K +$140K +1,925 +32%
JG
1000
Jefferies Group
New York
$572K -$8.03M -110,128 -93%
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